WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $201,000 | -1.5% | 2,830 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $204,000 | -5.6% | 2,830 | 0.0% | 0.03% | -6.9% |
| Q1 2018 | $216,000 | -4.0% | 2,830 | 0.0% | 0.03% | +3.6% |
| Q4 2017 | $225,000 | -25.5% | 2,830 | -30.6% | 0.03% | -31.7% |
| Q3 2017 | $302,000 | -13.7% | 4,080 | -22.0% | 0.04% | -14.6% |
| Q2 2017 | $350,000 | +5.1% | 5,230 | +3.0% | 0.05% | +2.1% |
| Q1 2017 | $333,000 | +9.2% | 5,080 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $305,000 | -19.3% | 5,080 | -18.5% | 0.05% | -20.7% |
| Q3 2016 | $378,000 | +7.7% | 6,230 | 0.0% | 0.06% | +5.5% |
| Q2 2016 | $351,000 | -3.8% | 6,230 | 0.0% | 0.06% | -3.5% |
| Q1 2016 | $365,000 | +0.8% | 6,230 | 0.0% | 0.06% | +5.6% |
| Q4 2015 | $362,000 | +5.2% | 6,230 | 0.0% | 0.05% | +3.8% |
| Q3 2015 | $344,000 | -8.3% | 6,230 | 0.0% | 0.05% | -5.5% |
| Q2 2015 | $375,000 | +75.2% | 6,230 | +72.8% | 0.06% | +83.3% |
| Q1 2015 | $214,000 | – | 3,605 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |